Yole_Press

YOLE IN THE PRESS

CHINA INTERNATIONAL OPTOELECTRONIC EXPO (CIOE) | June 2015Does the US$620M new sapphire-related investment at Lens Technology signals the rebirth of the sapphire industry?Eric Virey, Yole DéveloppementAfter a 2014 year full of hopes, the sapphire industry entered 2015 with a lots of uncertainties. Following a long period of depressed pricings and stagnating revenue, 2014 started with a welcome price recovery that lifted up the spirit of many industry players. But most of all, it was the prospect of a new killer application that had given reasons for optimism. And now again, Lens Technology is about to invest $620M in sapphire manufacturing: is it a new start of the sapphire industry?Learn more by attending the 1st International Forum on Sapphire Market and Technologies on August 31st – September 1st in Shenzhen, CN - hereThe announcement by GTAT and Apple in late 2013 of a more than $1 billion combined investment to set up the largest sapphire crystal growth facility in the world had raised hopes that adoption of sapphire in smartphones would rapidly reach a massive scale, with Apple setting up the pace and forcing its competitor to follow suit. Apple’s display cover and sapphire component suppliers Biel and Lens Technology also invested massively in 2014 for this opportunity and for the Apple Watch... Read More

EETimes, Julien Happich | June 2015

IR cameras soon a commodity, warns YoleOver the next several years, uncooled thermal camera shipments will accelerate rapidly, with volumes growing at 22% CAGR between 2015 and 2020, according to Yole Développement's latest report, Uncooled Infrared Imaging: technology & Market Trends.Annual shipments are expected to reach more than 1.5M units in 2020, compared with more than 450 K units in 2014, says the market research firm. But in a scenario where consumer applications such as Infrared-vision capable smartphones would become the norm, these figures could literally explode to tens of millions, as the company highlights in an optimistic scenario... Read More

CBS8 | June 2015Bosch Sensortec: 10 years of MEMS sensors innovation- Innovation enabling new consumer electronics applications - Extending its product offering towards environmental and smart sensor systems- MEMS sensors are a key technology for the connected worldTen years after its foundation as a start-up, Bosch Sensortec has achieved the position of the leading global provider of innovative MEMS-based sensors and solutions in the consumer electronics market. Its products enable new applications and innovative solutions across consumer electronics, as well as in areas such as wearables and the Internet of Things (IoT)... Read More

Sensors Online| June 2015Tronics aims to benefit from major growth of sensors and related technologies for healthcare applicationsTronics strengthens its positions on the BioMEMS market by providing the industry with disruptive technology platforms tailored to meet the high level of requirements for medical devices.Tronics, a designer and manufacturer of innovative nano and microsystems, is deploying its growth strategy to benefit from the significant growth expected in healthcare applications, focusing on BioMEMS: “In Yole Développement’s May 2015 Status of the MEMS Industry report, we estimate that the BioMEMS market will grow sharply and reach $6.6B in 2020,” says Frederic Breussin, Business Unit Manager, MEMS & Sensors at Yole Développement.The analyst adds that “although the BioMEMS market is still dominated by disposable polymer devices, the silicon contribution will become increasingly significant. By 2020, silicon BioMEMS will represent 24% of the market, half of which will comprise accelerometers, pressure sensors and microfluidic devices with combined revenue of $800M. In this context, Yole highlights the significant role of Tronics’ MEMS foundry services in international markets, especially in the US. With strong technology expertise in MEMS design and manufacturing, Tronics’ US-based subsidiary reinforces its market positioning with a dedicated offering to the life science and biomedical industry”... Read More

Solid State Technology | Mai 2015Fan-in WLP manufacturing capacities are full and more volume is required“The semiconductor industry is facing a new era in which device scaling and cost reduction will not continue on the path they followed for the past few decades, with Moore’s law in its foundation,” asserts Andrej Ivankovic, Technology & Market Analyst, in the Advanced Packaging and Semiconductor Manufacturing team, at Yole Développement (Yole). Under this context, the semiconductor industry seeks further performance and functionality boosts in package level integration. Emerging packages such as fan-out wafer level packages, 2.5D/3D IC and related System-in-Package (SiP) solutions together with more conventional but upgraded flip chip BGAs aim to bridge the gap and revive the cost/performance curve. In such an environment, what is the importance of fan-in wafer level packages, the current status of the fan-in WLP industry and how will fan-in WLP market and technology evolve?... Read More

Semiconductor Today, Faisal Nabulsil | Mai 2015Implications for LEDs of the shift to large-diameter sapphire wafers Faisal Nabulsi, Rubicon’s senior VP, operations, explains technology and market trends for sapphire wafers over the last few years, and how larger diameters and patterned sapphire substrates are impacting LED manufacturing ... Read More

Plastics Today | April 2015IVD market poised for solid growth in Asia-Pacific region Despite regulatory roadblocks and nagging reimbursement issues, the in vitro diagnostics (IVD) market is expected to grow at a nearly 5.5% compound annual growth rate (CAGR) to reach a value of $74.65 billion by 2020, according to a market report published by Allied Market Research (Portland, OR). The sector currently is valued at approximately $55 billion.The rise in chronic and infectious diseases and technological advances are driving the growth of the IVD market, notes the report, In Vitro Diagnostics (IVD) Market - Global Industry Analysis, Growth, Trends, Opportunities, Size, Share and Forecast, 2012 - 2020. Asia-Pacific is the fastest growing market and will generate the highest revenues by 2020. Rising demand for technologically advanced diagnostic devices and the growing ability of consumers to access advanced healthcare present significant opportunities for IVD companies in the Asia-Pacific region, write the authors of the report... Read More

Investors Hub | April 2015Quantum dots for displays and lighting are now entering volume production LED April 16, 2015 LED phosphors are key elements for the quality of the light, from industrial to automotive applications and also general lighting. Yole Développement has published a new report ("Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays") covering the evolution of these products, both in terms of market and applications but also technology trends, as quantum dots are now entering volume production for display applications and could be adopted as well for lighting applications in the next 3 to 4 years.We interviewed Nanosys Inc., one of the key developer and manufacturer of quantum dots for display, in order to share with us the evolution of the industry, the trends linked to the adoption of quantum dots and also what will happen in the next years.Yole Développement: Can you introduce Nanosys history, products and ongoing development projects?Jeff Yurek: Nanosys is leading the development of quantum dot technology for displays. Since our founding in 2001, we have partnered with leading display makers in creating standout tablets, TVs and smartphones that are thinner, lighter, brighter and more colorful than ever before. Our business model consists of two elements: 1) we sell Quantum Dot Concentrate™ materials and 2) technology licensing of component designs, like our Quantum Dot Enhancement Film (QDEF®), to industrial supply chain partners... Read More

Electronics Purchasing Strategies (EPS) | April 2015Power module demand growsThe power packaging market is growing, pulled by the interconnection and substrate segments, respectively +14% and +13% between 2014 and 2020. And global growth for raw material is expected to reach +12% between 2014 and 2020, with a global market of $1.7B for 2020… After Status of the Power Electronics report (March 2015), Yole Développement (Yole), the “More than Moore” market research and strategy consulting company pursues its investigation in the Power Electronics industry and announces its new technology and market analysis: Power Packaging Technologies Trends & Market Expectations report (April 2015). Under this new report, Yole’s analysts propose a deep understanding of the power module packaging design especially at the substrate, thermal interface materials, baseplate, encapsulation, die attach and interconnection levels. With an approach mixing technologies trends and market needs, the Power Electronics team, managed by Dr Pierric Gueguen, reviews the technical issues and analyzes the market evolution... Read More

EEtimes | April 2015Omnivision loses ground in CMOS image sensor rankingSony has pulled out a lead over its nearest competitors in the CMOS image sensor market in 2014 winning more than a quarter of the global market, according to according to market research company Yole Developpement.Yole expects the CMOS image sensor market is expected to grow at a compound annual growth rate (CAGR) of 10.6 percent from 2014 to 2020 and reach an annual market value of US$16.2 billion in 2020. This implies a market value of about $8.85 billion in 2014 and $9.8 billion in 2015. The market was worth.In second position was Samsung with 19 percent as it climbed above Omnivision, which fell to third ranked position. Two years previously, in 2012, the three market leaders had been within 3 percent of each other. In 2014 Sony had more than 10 percent more market share than Omnivision.... Read More

Image Sensors World | April 2015Yole on Apple Acquisition of LinX Yole Developpement publishes its thoughts on the recent Apple acquisition of LinX Imaging. Yole believes that computational imaging is moving toward the mainstream, and dual cameras will appear in many products.... Read More

Compound Semiconductor | March 2015Analysts help CS International to hit a new highLeading analysts highlight opportunities to increase compound semiconductor chip sales. Now in its fifth year, CS International hit a new high with its strongest ever line-up of speakers.At this recent meeting, more than 300 delegates gained insight into the potential of the compound semiconductor industry in areas such as lighting, GaAs microelectronics, and mainstream microprocessors thanks in part to presentations from leading market analysts.In the lighting market, sales of LEDs are on the rise, partly due to the phasing out of incandescent sources in many countries. By 2018 it is expected that more than half of all revenue from bulbs will come from the sales of lamps incorporating solid-state sources, according to William Rhodes from IHS Technology. A surge in chip sales is also expected in devices emitting at shorter wavelengths. "The UV LED market will increase from $90 million in 2014 to $500 million in 2019," remarked Pars Mukish, an analyst at Yole Développement.... Read More

ESDM | March 2015How Sony survived disruption and leapt into future!Yole Développement recently launched the 2015 market and technology report entitled ‘Status of the CMOS Image Sensor Industry’.This report analyses the recent trends that are reshaping this industry. Sony has excelled in mobile photography and therefore captured a quarter of the global image sensor market. Yole Développement interviewed Yasuhiro Ueda, SVP corporate executive, senior GM of the Image Sensor Business Division of Sony Corp., to find out more about the future of Sony and of CMOS Image Sensors in general... Read More

EETimes | February 2015Memory underdogs rise by 2020Yann de Charentenay, Yole Développement for EETimesEmerging kinds of non-volatile memory chips will get traction in mainstream applications by 2020, but DRAM and NAND will continue to dominate for years.The global market for today’s emerging non-volatile memory (NVM) technologies will expand from $65 million in 2014 to $7 billion by 2020, an impressive rise of more than 118% per year. However, this business will represent less than 10% of the total 2020 memory market, so there’s still a long way to go before the newcomers replace today’s NAND flash and DRAM chips. Memory chips are key building blocks in everything from cameras to cars. Thus standalone chips represent one of the largest semiconductor market segments, totaling $78 billion last year, according to our January report. The need for memory will surge in the next few years especially thanks to the continued explosion in Internet traffic driven by the rising number and use of connected devices... Read More

Lightimes Online | February 2015UV-LED Market to Rocket from about $90 Million in 2014 to About $520 million in 2019, According to Yole Development
The UV LED market has reportedly boomed since 2008 as UV LEDs have taken over the UV curing business from incumbent technologies including mercury lamps. From 2008 through 2014 the UV LED market exploded at a compound annual growth rate of 28.5 percent from about $20 Million to about $90 million, according to the latest UV LED market forecast report from Yole Development.
Yole Development predicts that the explosive growth will continue as UV curing begins to spread through the coating, ink, and adhesive markets. In the coming years UV LED performance in terms of output and efficiency will continue improving so that by 2017/2018, UVC LED-based disinfection and purification becomes effective and economical, and the disinfection and purification market adds to the ever growing UV LED market. With the help of disinfection and purification applications, Yole Development says that the UV LED market will grow from about $90 million in 2014 to approximately $520 million in 2019... Read More

mram-info | February 2015Yole sees STT-MRAM as the most suitable technology to start replacing DRAM in 2018
Yole Developpement released a new emerging-memory market report in which they try to asses the future of the memory market. Yose says that Phase-change memory (PCM) is pretty much dead, and the two main emerging memory technologies are MRAM and Resistive random Access Memory (ReRAM or RRAM).
2014 was an excellent year for Advanced Packaging, for the industry in general and also for Yole Développement (Yole) in particular... Read more

Semiconductor Packaging News | January 20152014 was an excellent year for Advanced Packaging, for the industry in general and also for Yole Développement (Yole) in particular.The high growth of consumer based products, driven by smartphone and mobile applications, have significantly impacted the packaging segment of the semiconductor industry. At Yole, we have seen a lot of activities across several packaging platforms, from the more mature ones, such as WLCSP and Flip Chip to newer platforms such as fan-out and embedded technologies, System in Package and 3D stacking using TSVs... Read more

MarketWatch | January 2015InvenSense® to ship over 1 Billion MEMS sensors worldwideInvenSense ... announced that since starting shipment of MEMS-based sensors in late 2006, it will reach 1 billion devices shipped in Q1 of calendar 2015. InvenSense additionally announced that, since being the world’s first manufacturer of a single chip 6-axis product family for the mobile, wearable, smart home, automotive, and industrial markets, will now surpass over five hundred million units shipped worldwide in Q1 CY15..... Read more

ElectronicsWeekly.com | January 2015Technologies to watch in 2015...Sounding out MEMS sensors. The MEMS (microelectromechanical system) market is starting to motor. It grew at just over 10% last year and is likely to grow even faster this year.
This is good news for the ‘newest’ semiconductor device market. But can it continue to grow at this rate?
Market analyst Yole Développement has already warned of price pressures pegging back revenue growth over the next few years.... Read more

IEEE Spectrum, Elie Dolgin | December 2014Bringing HIV Labs by Backpack to Rural AfricaWhen John Barber, a project manager at Daktari Diagnostics, sought to test his company’s instrument, he went to the type of place where the technology might have the most impact: a small fishing village on the shores of Lake Victoria in Uganda... Read more

SemiconductorEngineering, Ernest Worthman | December 2014What’s Holding Back The IoTThere is a new generation of heterogeneous devices and component modules being developed for the IoT. This, in turn, could create an exploding market within certain sectors of the hardware industry.
Exact size predictions for this market vary greatly, but all of the firms making these predictions agree on one thing—it’s going to be very big. A new report by Yole Developpement pegs the market size in the $70 billion range by 2018, with the next five years presenting a golden opportunity for device makers as the IoT enters the growth stage. By 2024, the report predicts that overall market value for components will exceed of $400 billion, of which more than 10% will come from hardware alone... Read more

Design World, Randy Frank| November 2014Report reveals details of MEMS gyroscopeAutomotive applications are well known for their stringent quality requirements. At the same time, MEMS gyroscopes have been touted as solutions to and suitable for automotive application requirements for many. So I was quite surprised to read that STMicroelectronics was the first supplier to qualify its A3G4250D Automotive 3-Axis MEMS Gyroscope to meet the automotive AEC-Q100 qualification. AEC-Q100 is the industry-standard qualification for automotive integrated circuits... Read more

Electronic Specifier, Kevin Bulis| November 2014Why Apple Failed to Make Sapphire iPhones?The delicate, monthlong process of growing sapphire accounts for why Apple’s sapphire supplier failed to deliver for the iPhone 6.
In the year leading up to the release of the iPhone 6, Apple invested more than $1 billion in an effort to make sapphire one of the device’s big selling points. Making screens out of the nearly unscratchable material would have helped set the new phone apart from its competitors... Read more

Electronic Specifier, Nat Bowers| November 2014Will the market adopt MEMS timing?Although MEMS timing products and their relative advantages have long been talked about, the market acceptance of these products is still relatively low. Sally Ward-Foxton investigates why.
Despite some compelling benefits, MEMS technology’s share of the timing market is still relatively low, at around $100m today. This is predicted to rise to almost $500m by 2017 (Figure 1), indicating that this market is still at an early stage. There is certainly a lot of room for growth; considering that practically every electronic system requires clock and timing products as their ‘heartbeat’, it’s perhaps surprising that the figures aren’t even higher... Read more

Solar Server| November 2014Yole Développement: The inverter industry is about to change“The largest markets in 2020 (in revenues) will be represented by motor drives, UPS, and PV”, explains Dr Pierric Gueguen, Activity Leader, Power Electronics and Compound Semi. at Yole. "The strongest market growth will be featured by electric vehicles and hybrid electric vehicles with 18.3% CAGR (in revenues) between 2013. Wind and UPS markets will remain almost flat", he adds... Read more

Electronics Purchasing Strategies, Gina Roos | November 2014Electronica 2014: IoT Is a Key Innovation DriverElectronic component manufacturers and distributors are getting ready to converge at Electronica 2014, November 11-14, in Munich, Germany. One of the biggest topics of discussion at the show will be the Internet of Things (IoT) and its huge growth potential for the electronics industry ranging from networked medical devices to smart homes and connected vehicles. The Internet of Things (IoT) device market, alone, is expected to grow from $9.5 billion in 2014 to $46 billion in 2024, according to Yole Développement... Read more

STMicroelectronics, Greg Blackman| November 2014STMicroelectronics bridges the gap between bulk and surface micromachining for critical sensorsSTMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, the world’s top MEMS (Micro-Electro-Mechanical Systems) manufacturer and the leading supplier of MEMS for consumer and mobile1 as well as automotive applications2, today announced that it had started production of MEMS sensors using its newly qualified, proprietary THELMA60 (60µm Thick Epi-poly Layer for Micro-gyroscopes and Accelerometers) surface-micromachining fabrication process ... “Several companies have tried and failed to bring the precision and sensitivity of bulk micromachining to meet the higher-volume efficiencies of the growing IoT, Consumer, and Mobile markets,” said Jean-Christophe Eloy, President & CEO, Yole Développement.“ST has executed an innovative and effective end-run on the problem with its new 60µm epitaxial layer surface-micromachining process.”... Read more

ElectroOptics, Greg Blackman| November 2014Nobel ties and finance discussed at Invest in Photonics... There are also many growth areas for photonics technologies – Jean-Luc Beylat, president of Alcatel Lucent Bell Labs France, commented that silicon photonics for data centres was a huge opportunity for companies working in this area. According to market analyst, Yole Développement, the silicon photonics device market will grow from $25 million in 2013 to more than $700 million in 2024, at a 38 per cent CAGR ... Read more

EETimes Europe, Peter Clarke | October 2014"New" MEMS evolution coming, predicts YoleA change is occurring in the technology options behind MEMS sensors, according to Yole Developpement.
The market for MEMS devices based on 3D packaging, novel materials and detection principles will grow from $1.6 billion in 2013 to $1.8 billion in 2014 and then accelerate to about $3.7 billion in 2019, according to market analysis firm Yole Developpement.
This places "new" MEMS as being worth about 14 percent of the total MEMS market in 2013 of $11.7 billion rising to about 15 percent by 2019, when Yole reckons the total MEMS market will be $24 billion ... Read more

CompoundSemiconductor.net | September 25, 2014Reactor start-up to exploit research marketsAbout to fulfill its first order, Sweden start-up, Epiluvac, is ready to deliver CVD reactors to wideband gap materials developers worldwide. Compound Semiconductor reports. Earlier this month, Sweden-based Epiluvac revealed it is to start providing silicon carbide CVD epitaxy reactors - in different configurations - to research communities around the world. While SiC Schottky diodes have long been used in power factor correction, the power semiconductors are making in-roads into solar, rail traction, UPS and automotive markets... Read more

NANOCHIP Express, Applied Materials | Fall 2014 EditionEroding ASP's, growing device volumes and complexity challenge mems developmentToday, MEMS is an almost $15B global industry growing at just over 13% per year in total. But these overall numbers don’t tell us who is prospering and who is not, nor do they indicate the rate and extent to which average selling prices (ASPs) of MEMS devices have fallen for certain products.This price action, coming at a time of growing device complexity and volumes, poses significant development challenges for some suppliers of MEMS products. It also brings opportunities for foundries and fabless companies who participate in the MEMS space.
... Read more

Bloomberg TV, Alix Steel | September 9, 2014Apple’s Sapphire Glass: The End of the Cracked iPhone? Just a few days ahead of the September 9th Apple mega-event, the excitement was especially strong in the sapphire industry which expects to see the material featured in new products. Yole Développement, the strategy consulting company has been interviewed by Alix Steel from Bloomberg TV. Discover the full interview ... Watch the video

The Recorder, Julia Love | September 9, 2014Apple doubles down on sapphire Almost nothing can scratch it, yet is responds keenly to human touch. And it oozes the luxury feel that Apple craves.Little wonder, then, that Apple is investing heavily in sapphire.While the ever-secretive company has been mum on its plans, Apple has been stockpiling patents regarding its use and signed a $578 million deal with a specialized manufacturer to grow a synthetic version of the mineral at a massive Mesa, Ariz. plant... Read More

EETimes, Peter Clarke | August 4, 2014MEMS Leaders Under Pressure, Says Yole The MEMS industry is changing as established manufacturing leaders with an emphasis on delivering components are put under pressure by fabless MEMS vendors, as customers become more interested in functionality -- a mix of hardware and software -- than components. That is the opinion of analysts at Yole Développement ... Read More

The Wall Street Journal, Daisuke Wakabayashi | August 2014New iPhone: sapphire screen, costlierApple Inc. created the blueprint for a smartphone when it covered the rouch screen ofits first iPhone in glass, instead of plastic. Now it is betting $700 million that sapphire, a harder and more expensive materials, can replace glass and better product future devices... Read More

Forbes, Anthony Wing Kostner | July 31, 2014Will Apple Save Sapphire Seduction For iPhone 6S?Apple AAPL -0.35% does not like to give people too many choices, and this is particularly true with its flagship iPhone. Last year’s pattern-breaking iPhone 5c was not indeed the “failure flop” critics painted it as, but it did create more of a “ paradox of choice” (to borrow Swarthmore professor Barry Schwartz’s phrase) for Apple’s customers. More is less. “At this point”, Schwartz writes, “choice no longer liberates, but debilitates. It might even be said to tyrannize.” ...Read More